Copying base data for side-by-side quoting

Base data is data which appears to be common to all versions in a side-by-side job (policy transaction). When you make a change to base data, PolicyCenter copies that change to the other side-by-side versions. When PolicyCenter copies the change to the other versions, it creates, removes, and updates entities across all versions as necessary.

When PolicyCenter copies base data to the other side-by-side periods, PolicyCenter opens the target periods for edit if the target periods are quoted. PolicyCenter moves the target periods from quoted to draft status and invalidates the quote.

In the personal auto line of business, some examples of base data are:

• Policy location
• Driver information such as motor vehicle records
• Line modifiers such as a multi-policy discount